Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

What can your financial advisor help you with?

Defining your financial goals and creating a step by step plan or strategy to achieve them.

Planning for the future, including for retirement, future education or housing needs.

Choosing the mix of investments and assets that suit your goals, lifestyle, time horizon and appetite for risk.

Building a solid estate for your family to inherit in the future.

Choosing the most tax-efficient methods of saving and investing.

What should your financial advisor inform you of?

The range of services that they offer and how much and by which method you will compensate them.

Your mutual responsibilities and obligations towards each other.

What the planning process will look like and the documents that they will provide you with.

What will your financial advisor need from you or need to ask you about?

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About Us

Dave looks at all aspects of a client’s financial circumstances. This can range from debt reduction, disability, health and life insurance needs to specific goal planning, such as educational savings (RESPs), retirement planning and of course investment planning and asset allocation.